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Payroll & expenses

Customer ideas for Xero Payroll, employees, expenses and using Xero Me

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Payroll & expenses

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756 results found

  1. Xero Expenses - It would be good if Xero can enable the functionality to record a refund / credit note within expense claim module.

    7 votes

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     ·  7 comments  ·  Expense claims  ·  Admin →
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  2. Please add an opening balance for the Working Holiday Maker tax rate

    When a Working Holiday Maker (WHM) reaches the earning threshold of $45000 they must be taxed 32.5% (instead of 15% prior to $45K per financial year). When an employee is set up in Xero as a WHM this tax calculation is automatic as along as the full $45K was earned with the current employer. If the employee has earned $45K prior to starting with a new employer Xero will calculate the WHM tax as 15% instead of 32.5% and there is no option to set an opening balance.…

    16 votes

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    2 comments  ·  Payroll  ·  Admin →
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    Thanks for your patience, it’s been a little while since you raised this idea, so we wanted to check in. We've now reviewed this idea and have moved it to Gaining Support status. Our product team are keeping an eye on this idea and we will continue to share updates as things evolve

  3. Would be great if we can get a report /summary of total days an employee work per year. This will be extremely useful with calculating long service hours per employee at year end.

    9 votes

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    5 comments  ·  Payroll  ·  Admin →
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    Hi there, we appreciate you raised this a little while ago. This isn't something we have plans for in the near term.

    Not getting a lot of support from other members we’ll soon remove this from Product ideas. If it’s still highly valuable to you, welcome to start it again and see if it gets renewed interest.

  4. Ability to produce P11D's and submit to HMRC

    29 votes

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    8 comments  ·  Payroll  ·  Admin →
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    Thanks for flagging the need for P11 submissions in Xero. It’s great to see the community rally behind it. If you’d like to see this move up the priority list, feel free to share it with your peers to get those votes up. The comments are also open—tell us exactly how this feature would improve your Xero experience!

  5. Employers are only required to pay superannuation guarantee up to a quarterly threshold (maximum contribution base). At the moment Xero doesn’t cap the super at this level, and will allow super above the cap to be booked. (In fact, to limit the super at the cap requires a work-around adding 2 lines, one with 0% super and another with the fixed amount up to the cap.). Employers can easily overpay their employees’ super. This functionality needs to be built into Xero.

    102 votes

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    40 comments  ·  Payroll  ·  Admin →
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    Hi everyone, thank you for your feedback and I do want to apologise for any confusion my update's caused. You're correct in that the responsibility outlined in my response is relevant to the concessional contribution cap. Seeing your responses today, we now appreciate that the idea here is specifically around the maximum contribution base.

    I want to assure you this is something our product teams are paying close attention to and though we don't have any immediate plans we can share, we will consider this request as we continue to plan our roadmap - We encourage you to share any further details on your experiences related to managing the maximum contribution base as these will be helpful to the product team as they assess this feature.

  6. Say I go to a supplier and make a cash purchase. I use my debit card and then walk out with goods and a receipt. Scanning the receipt to Xero and coding the purchase if easy but I am pretty slack and normally lose the receipt before I get to scan it. What say, the vendor scans a QR code that I carry containing my email/Xero info and this allows the vendor's system to email me the purchase document. No paper and I can code the purchase when I am at my PC later in the day. Also means I…

    1 vote

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     ·  1 comment  ·  Expense claims  ·  Admin →
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  7. Create a feature to identify whether an expense is tax deductible or non-tax deductible under Bill, Expense, and Journal. This will be extremely beneficial to the SME Accountant when preparing tax computations.

    5 votes

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  8. When a Pay Template has been created for an employee, only the matching Earnings Rate should be overwritten by entries in Timesheets. Any other Earnings Rates that are set up in the Pay Template should still should still be available in the Payslip - they shouldn't have to be added back in again when processing the pay run. For instance, Fares & Travel Pattern Allowance needs to be paid over and above the Ordinary Hours recorded on the Timesheet. If it is listed on the Pay Template as an Earnings Rate for an Employee it should appear regardless of whether…

    86 votes

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    26 comments  ·  Payroll  ·  Admin →
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    Hi everyone, thanks for your feedback on having approved timesheets not override the pay template.

    We appreciate you sharing how important this is for your payroll processes, to avoid manual payslip corrections.

    Some members have shared alternative processes, such as keeping the timesheets in 'Draft' until after the pay run is posted.

    We are moving this idea to Accepted to include it in a wider review of timesheets currently being scoped by our product team. Please note, this status does not confirm a timeline for development. We will update you here on any developments.

  9. It would be great to be able to change an existing payrun (without using an unscheduled one) and submit an additional FPS relating to that month. Also being able to submit an additional FPS relating to a month that has already been submitted and no changes made, but sometimes HMRC pulls through the data incorrect their end and they need just an additional FPS submitted to pull it through correct but this is not possible currently.

    20 votes

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    2 comments  ·  Payroll  ·  Admin →
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    Thanks for sharing your idea on RTI amendments. As you're aware, in Xero payroll any amendments need to be processed with an unscheduled pay run. When posted this submits a new RTI to HMRC with updated YTD figures rather than updating the previous RTI.

    We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!

    Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.

  10. ability to view and edit the whole teams draft expenses where all members can upload there expenses from devises and the one admin member can edit and submit for approval by the approver.

    9 votes

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     ·  4 comments  ·  Expense claims  ·  Admin →
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  11. Old payslips should retain the correct postal address for the employee for that time period. Don't update the previous payslips, just move forward with the new address for new payslips. People use their payslips for various different reasons, and tracking/validating their address history etc can be one of them!

    5 votes

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     ·  0 comments  ·  Payroll  ·  Admin →
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  12. We should be able to customise our employee details report to include their job title as well, will this be look at and develop please

    45 votes

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     ·  14 comments  ·  Payroll  ·  Admin →
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  13. It would be really useful for those of us in the UK if we could run a report to calculate holiday pay based on a 52 week average. Legally this has been a requirement since 2020.

    83 votes

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    27 comments  ·  Payroll  ·  Admin →
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    Hi everyone, thanks for sharing how important automated holiday pay calculations are for you.

    We’re updating the status of this idea to Accepted to show it's formally on our radar.

    While we’ve already explored several options to automate holiday pay calculations, for the time being this is not a feature we have planned in our roadmap.

    We understand some of you are managing these calculations manually. We’d suggest running the Payroll Activity Summary or Gross to Net report over a 52 week period to assist with these calculations.

    We’re grateful for your feedback and will continue to monitor interest here.

  14. Audit history that shows who has submitted a super batch in Xero

    15 votes

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     ·  2 comments  ·  Payroll  ·  Admin →
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  15. UK Payroll: Payment file csv format
    Lloyds bank doesn't accept .txt format. It would be great if we could download a csv payment file to upload the employee pays to the bank.

    88 votes

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    51 comments  ·  Payroll  ·  Admin →
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    Hi team, we'd like to share another update as work for allowing direct wage payments via open banking with Crezco is well underway.

    We look forward to updating everyone on this idea as soon as this is released.

    As previously mentioned - we want to be upfront that we don't have any plans for extending the payment file export format to CSV, however direct payments will eliminate the need for a manual export saving you a few steps in this process. 🙂

  16. It would be great if the receipt analysis tool on expenses was able to identify weather a receipt is a VAT receipt or not based on the inclusion of a VAT number or a VAT amount itemised.

    4 votes

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     ·  0 comments  ·  Expense claims  ·  Admin →
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  17. Have the ability to set the relevant Award Rates and applicable grade so the pay rates gets automatically updated each year when the award rate changes, rather than having to manually make the changes.

    67 votes

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    18 comments  ·  Payroll  ·  Admin →
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    Hi everyone, thank you for your feedback and for highlighting how much Award automation would help your payroll workflow.

    While we don't have immediate plans to build this directly into Xero Payroll, there are fantastic tools available right now that solve this. We highly recommend exploring the Xero App Store, where several third-party integrations offer embedded Awards as part of their software. These apps are specifically designed to handle complex Award interpretation and can automate the manual matching process.

    We are moving this status to Not in pipeline, but we’ll be sure to update you if that changes.

  18. At the moment I am adding employee costs (wages) into xero projects.

    We have an option with bills to assign a project to that bill be awesome to be able to assign hours worked (with cost) to each of our projects in the timesheet section, and to set per line be good.

    eg;
    Monday project 1 - $250
    Tuesday project 2 - $300
    wednesday project 3 - $250

    24 votes

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    9 comments  ·  Payroll  ·  Admin →
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    Thanks for your patience whilst this idea is gaining traction.

    We've reviewed your comments and can see the that this idea has been gaining a lot of support.

    Whilst this idea isn't currently on our product team's roadmap, we're monitoring the activity and will keep you updated on the way.

  19. Add total hours to the Pay Employees screen to make sure hours entered are the same as hours worked when Timesheets aren't used.

    18 votes

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    14 comments  ·  Payroll  ·  Admin →
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    Hi there, we appreciate you raised this a little while ago. This isn't something we have plans for in the near term.

    Not getting a lot of support from other members so we’ll soon remove this from Product ideas. If it’s still highly valuable to you, welcome to start it again and see if it gets renewed interest.

  20. 58 votes

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    11 comments  ·  Payroll  ·  Admin →
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    It's been a while since we've provided you with an update about this idea, so wanted to touch base

    We've reviewed your comments and can see the that this idea has been steadily gaining support.

    Whilst this idea isn't currently on our product team's roadmap, we're monitoring the activity and will continue to keep you updated along the way.

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